Four years ago, I wrote an article calling the peak in the investment cycle in the consumer sector. Today, I am calling the end of the prolonged downturn we have been in since oil prices peaked in 2014. The broader economic indicators are already signaling a rebound. This can be seen in the purchasing managers …
Continue reading “Why 2019 and 2020 Will be Great Vintage Years for Investing in the UAE and KSA”
The GCC has grown to become an epicenter of global trade. From the UAE’s globally recognized logistics hubs to Saudi Arabia’s groundbreaking developments in the renewable energy field, the GCC states have produced some of the world’s foremost hubs across multiple industries. Here’s a look at the top five sectors in which GCC states are …
Continue reading “The Five Industry Sectors Keeping The GCC On The Global Map”
In the last three years, 25% of all venture capital (VC) investments globally were made by corporates. This investment activity is known as corporate VC (CVC), and in my opinion, may be one of the smartest investment avenues today. It is no secret that technology today is one of the most exciting asset classes. Founders …
Continue reading “Making Sense Of Corporate Venture Capital”
The impact of lower oil prices on GCC budgets is much debated, but a fact that is ignored is the massive borrowing capacity most of these governments have. In addition to large sovereign wealth fund (SWF) reserves, most GCC governments enjoy very strong credit profiles and have under-utilized the capital markets. In this article, the …
Continue reading “Why GCC Sovereigns Can and Should issue Sukuk or Bonds”
